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Create Sharepoint Online environments

This section details the steps required for you to create the SharePoint Online environments required for each instance of Pro-Sapien.

Before you start​

Prerequisite stages​

Confirm the following stages have been completed:

Parameters​

The following values from the parameters workbook are required:

  • {SharePoint-Site-Url}
  • {SharePoint-Site-Title}
  • {Pnp-App-ClientId}
  • {Deployment-Accounts}

Permission required​

Use an account with the following permissions:

  • Global or SharePoint Administrator
  • Site Collection Administrator of the site collection
  • Site Collection Administrator of the Tenant App Catalog

SharePoint Site Collections​

Create a new private site collection in SharePoint Online for each Pro-Sapien instance.

Two instances will be deployed, requiring two site collections:

  • UAT (test)
  • Production (live)

The following steps should be executed for each instance.

Create site collection​

The following link provides steps for creating sites in the SharePoint Admin Center:

Site collection should be created as a Team Site (with 365 Group).

Use the following details for the instance.

  • SharePoint Site URL: {SharePoint-Site-Url}
  • SharePoint Site Title: {SharePoint-Site-Title}

Grant Permissions​

Add the {Deployment-Accounts} for the instance to the following roles in the new site collection:

  • Site Owner
  • Site Collection Administrator

The following links provide examples and information on this:

Create Site Collection App Catalog​

Create an app catalog in the new site collection.

The following link provides steps for creating a site collection app catalog:

Note: Even Global and SharePoint Administrators must also be added to Site Owners for above steps to execute successfully.

The following PowerShell can be used to create the app catalog.

note

IMPORTANT: Variables at top of script must be updated before proceeding.

  • $TenantAdminUrl: populate with tenant admin URL e.g. https://tenant-admin.sharepoint.com
  • $PnpAppClientId: populate with {Pnp-App-ClientId}
  • $SharePointSiteUrl: populate with {SharePoint-Site-Url} for the instance

$TenantAdminUrl = "https://tenant-admin.sharepoint.com"
$PnpAppClientId = ""
$SharePointSiteUrl = ""

Connect-PnPOnline -Url $TenantAdminUrl -Interactive -ClientId $PnpAppClientId
Add-PnPSiteCollectionAppCatalog -site $SharePointSiteUrl

Enable Custom Scripts​

Enable custom scripts on the new site collection.

The following link provides steps for enabling custom scripts:

Regional Settings​

Configure the correct regional settings on the new site collection.

The following link provides steps for changing regional settings:

Once the regional settings have been configured, this should be documented for reference.

Before you finish​

The following details should be captured in the parameters workbook:

  • {SharePoint-Timezone}